Wealth Client Experience Specialist

Right Executive Search, LLC; Orlando (FL); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Generous medical benefits

401k match

Paid Time Off (PTO)

Job summary

A leading wealth management firm in Orlando, Florida, is seeking a Client Service Administrator to support client inquiries and manage advisor communications. The ideal candidate will have over 1 year of experience in client service within a financial advisory environment, strong organizational skills, and proficiency with CRM tools. This role offers the opportunity to impact client relationships and contribute to the firm's reputation for exceptional service. The company provides generous medical benefits and a supportive culture.

Qualifications

• 1+ years experience in client service or operations role within financial advisory.
• Proficiency with CRM platforms and electronic signature solutions.
• Ability to handle confidential information professionally.

Responsibilities

• Serve as a primary point of contact for client service inquiries.
• Manage advisor calendars and client communications.
• Coordinate new client onboarding and related documentation.

Skills

Client service orientation

Attention to detail

Strong communication skills

Organizational skills

Problem-solving

Education

Bachelor’s degree in Business, Finance, Accounting, Economics, or related field

Tools

Salesforce

DocuSign

Job description

A leading wealth management firm in Orlando, Florida, is seeking a Client Service Administrator to support client inquiries and manage advisor communications. The ideal candidate will have over 1 year of experience in client service within a financial advisory environment, strong organizational skills, and proficiency with CRM tools. This role offers the opportunity to impact client relationships and contribute to the firm's reputation for exceptional service. The company provides generous medical benefits and a supportive culture.